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GCP on the chopping block if it doesn't start making gains on Azure by EOY?

by tjpnz 4y ago

papito 4y ago
Yes. "This person said the group’s leaders didn’t explicitly state what would happen to the cloud division if it didn’t reach a top two position by 2023. A commonly held view inside the group was that Google wouldn’t continue investing money if it failed to it meet its goal, the person said. " https://www.theinformation.com/articles/google-brass-set-2023-as-deadline-to-beat-amazon-microsoft-in-cloud?utm_source=hackernews&utm_medium=unlock https://www.theinformation.com/articles/google-brass-set-202...
- illiarian 4y ago
  They have insanely expensive multi-year contracts with quite a few huge companies (and probably government agencies, too). You don't just shut GCP down.
  - zvrba 4y ago
    You don't just shut it down, but discontinue further sales instead so that existing contracts die gracefully.
    - surgical_fire 4y ago
      Yes, Google is known for discontinuing things gracefully. I almost want GCP to fail just for the popcorn factor.
  - acheron 4y ago
    Having consulted at government agencies, it’s all AWS and Azure that I’ve seen. There’s a lot of government out there so I wouldn’t be incredibly surprised if somebody somewhere is using GCP but it’s not at all common as far as I can tell.
  - mrweasel 4y ago
    > You don't just shut GCP down. No, but you could "Google Group" it. Just keep the lights on and not develop it any further and just watch customers leave over time. There might actually be a bunch of corporate customers that would view the static environment as a plus. I don't really see them shutting down GCP, even if it's a bit anonymous. It is interesting that Google can't turn a profit on GCP, given that both AWS and Azure is doing to well.
gnfargbl 4y ago
I think it's quite unlikely that they will kill off GCP entirely. It's too established, and it is still growing at a rate of around 30-40% year-on-year [1]. What seems more likely is that they shut down an increasing number of individual sub-products, in the way that they are shuttering IoT Core [2]. If they do, then I'm not convinced that will be a bad thing -- a slimmed down, profitable, platform with a well-supported set of core services feels like a safe long-term partner. [1] https://www.ciodive.com/news/Google-Cloud-Profitability-Alphabet-Earnings/641979/ https://www.ciodive.com/news/Google-Cloud-Profitability-Alph... [2] https://cloud.google.com/iot-core https://cloud.google.com/iot-core

GCP on the chopping block if it doesn't start making gains on Azure by EOY?

by tjpnz 4y ago

GCP on the chopping block if it doesn't start making gains on Azure by EOY?

Yes. "This person said the group’s leaders didn’t explicitly state what would happen to the cloud division if it didn’t reach a top two position by 2023. A commonly held view inside the group was that Google wouldn’t continue investing money if it failed to it meet its goal, the person said. " https://www.theinformation.com/articles/google-brass-set-2023-as-deadline-to-beat-amazon-microsoft-in-cloud?utm_source=hackernews&utm_medium=unlock https://www.theinformation.com/articles/google-brass-set-202...

illiarian 4y ago
They have insanely expensive multi-year contracts with quite a few huge companies (and probably government agencies, too). You don't just shut GCP down.
- zvrba 4y ago
  You don't just shut it down, but discontinue further sales instead so that existing contracts die gracefully.
  - surgical_fire 4y ago
    Yes, Google is known for discontinuing things gracefully. I almost want GCP to fail just for the popcorn factor.
- acheron 4y ago
  Having consulted at government agencies, it’s all AWS and Azure that I’ve seen. There’s a lot of government out there so I wouldn’t be incredibly surprised if somebody somewhere is using GCP but it’s not at all common as far as I can tell.
- mrweasel 4y ago
  > You don't just shut GCP down. No, but you could "Google Group" it. Just keep the lights on and not develop it any further and just watch customers leave over time. There might actually be a bunch of corporate customers that would view the static environment as a plus. I don't really see them shutting down GCP, even if it's a bit anonymous. It is interesting that Google can't turn a profit on GCP, given that both AWS and Azure is doing to well.

gnfargbl 4y ago

I think it's quite unlikely that they will kill off GCP entirely. It's too established, and it is still growing at a rate of around 30-40% year-on-year [1]. What seems more likely is that they shut down an increasing number of individual sub-products, in the way that they are shuttering IoT Core [2]. If they do, then I'm not convinced that will be a bad thing -- a slimmed down, profitable, platform with a well-supported set of core services feels like a safe long-term partner. [1] https://www.ciodive.com/news/Google-Cloud-Profitability-Alphabet-Earnings/641979/ https://www.ciodive.com/news/Google-Cloud-Profitability-Alph... [2] https://cloud.google.com/iot-core https://cloud.google.com/iot-core